Show a list of records in a table widget
Show the most important records (such as the top 10 deals) with the columns you choose and the order you set, and click any row to open the record.
Before you start · for owners and managersEdit access to the dashboard
- You need: Edit access to the dashboard
Steps
How it works
Each cell shows according to its field type: text, number, currency with its symbol, date, date and time in the workspace’s time zone, yes/no, one or more options, serial number. Column names are the fields’ current names.
Relation, file, image, location, smart catalog and lookup columns show empty. The “Created by” and “Updated by” columns aren’t available in the table.
Under the table is the total count, and View all records opens the records list with the same conditions (Click any number to see the records behind it).
The table never shows an outdated copy: if loading fails, an error shows, because the record may have been deleted or assigned to someone else.
If something goes wrong
A real example
The manager wants the contracts that end soon right in front of him.
- A table on the contracts unit: client, value, end date, owner.
- Sorted by end date, ascending, 20 rows, with the filter “Status = Active”.
He calls clients a month before their contracts end.